+414.9%
CSX vs VSAT
-16.2%
+431.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.3% | -0.1% |
| 7D | +6.0% | +5.9% | +0.1% | +5.1% |
| 30D | +7.8% | +9.7% | -1.9% | +5.9% |
| 3M | +4.1% | -18.3% | +22.4% | +5.6% |
| 6M | +17.9% | -4.1% | +22.0% | +15.3% |
| YTD | +44.9% | +96.5% | -51.6% | +27.0% |
| 1Y | +51.1% | +89.3% | -38.1% | +32.6% |
| 3Y | +78.3% | +270.1% | -191.8% | +26.6% |
| 5Y | +58.1% | +26.4% | +31.7% | +31.8% |
| All | +414.9% | -16.2% | +431.1% | +300.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VSAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling